What podcasts say about Matthew Miskin
Every statement, with the speaker, the exact quote and the moment it was said.
What Matthew Miskin has said on podcasts
16 statements · 10 positive · 5 negative · 1 mixed
Investors continue favoring risk assets despite weaker economic data.
“what we're seeing, though, more broadly is just still a love for risk assets.”
Open the episode · Bloomberg Surveillance TV: September 30th, 2026Listen at 2:36
Intermediate bonds offer attractive yields of about 6%.
“right now you're getting about a 6% yield in the intermediate part of the curve. That's really attractive.”
Open the episode · Bloomberg Surveillance TV: September 30th, 2026Listen at 3:41
Bond yields are at twenty-year highs, creating substantial bond-market value.
“We're at 20-year high yields and no one wants them. So there's a ton of value in the bond market.”
Open the episode · Bloomberg Surveillance TV: September 30th, 2026Listen at 3:46
Equities have momentum but lack attractive valuations.
“the equities have the momentum going for them. They don't have valuation going for them.”
Open the episode · Bloomberg Surveillance TV: September 30th, 2026Listen at 3:52
Economic growth is probably decelerating.
“We're probably decelerating in growth here.”
Open the episode · Bloomberg Surveillance TV: September 30th, 2026Listen at 3:58
The bond-market growth narrative will become important in 2027.
“I think that's a story for 2027.”
Open the episode · Bloomberg Surveillance TV: September 30th, 2026Listen at 4:02
Locking in current bond yields should be attractive.
“If you can lock in these yields, I think that's going to be pretty attractive.”
Open the episode · Bloomberg Surveillance TV: September 30th, 2026Listen at 4:24
Healthcare has performed well and merits additional portfolio allocation.
“Healthcare has been great for us, this sector. We've been adding to that.”
Open the episode · Bloomberg Surveillance TV: September 30th, 2026Listen at 5:02
Defensive value stocks became somewhat cheaper this quarter.
“We think defensive value actually cheapened up a bit this quarter.”
Open the episode · Bloomberg Surveillance TV: September 30th, 2026Listen at 5:31
Micron may report another strong quarter.
“Wouldn't be surprised if it's another great quarter.”
Open the episode · Bloomberg Surveillance TV: September 30th, 2026Listen at 5:50
Third-quarter earnings growth will be broader than expected.
“We think it's going to be a bit broader than the market thinks.”
Open the episode · Bloomberg Surveillance TV: September 30th, 2026Listen at 7:26
2027 earnings will face difficult comparisons and a high bar.
“I look at 2027 earnings as it's going to be a high bar to hit.”
Open the episode · Bloomberg Surveillance TV: September 30th, 2026Listen at 8:34
Higher capital and energy costs will make 2027 earnings harder to achieve.
“higher cost of capital. higher energy input costs. You add it all up, it's going to be tougher.”
Open the episode · Bloomberg Surveillance TV: September 30th, 2026Listen at 8:40
Economic growth will be weaker next year.
“I think growth is going to be weaker, softer.”
Open the episode · Bloomberg Surveillance TV: September 30th, 2026Listen at 8:52
Bond yields will be lower next year.
“I think yields are lower into next year.”
Open the episode · Bloomberg Surveillance TV: September 30th, 2026Listen at 8:58
Current bond yields are attractive.
“I think these yields are attractive.”
Open the episode · Bloomberg Surveillance TV: September 30th, 2026Listen at 9:00
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.